Rise Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96K | Buy |
9
+5
| +125% | +$1.09K | ﹤0.01% | 1199 |
|
|
2025
Q1 | $793 | Hold |
4
| – | – | ﹤0.01% | 1324 |
|
|
2024
Q4 | $899 | Buy |
+4
| New | +$899 | ﹤0.01% | 1087 |
|
|
2023
Q1 | – | Sell |
-939
| Closed | -$121K | – | 827 |
|
|
2022
Q4 | $121K | Buy |
939
+2
| +0.2% | +$258 | 0.1% | 86 |
|
|
2022
Q3 | $133K | Hold |
937
| – | – | 0.11% | 78 |
|
|
2022
Q2 | $129K | Buy |
937
+2
| +0.2% | +$275 | 0.13% | 78 |
|
|
2022
Q1 | $173K | Buy |
935
+62
| +7% | +$11.5K | 0.16% | 70 |
|
|
2021
Q4 | $179K | Buy |
+873
| New | +$179K | 0.17% | 70 |
|